Valeo Financial Advisors’s Invesco BulletShares 2023 High Yield Corporate Bond ETF BSJN Stock Holding History

Valeo Financial Advisors’s Portfolio BSJN Stock Details BSJN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,000	Closed	-$24K	–	2226
2020 Q2	$24K	Hold	1,000	–	–	﹤0.01%	1001
2020 Q1	$24K	Buy	1,000 +600	+150%	+$15.1K	﹤0.01%	850
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	1123
2019 Q3	$10K	Buy	+400	New	+$10.4K	﹤0.01%	1036
2018 Q4	–	Sell	-1,000	Closed	-$26K	–	1777
2018 Q3	$26K	Buy	+1,000	New	+$26.2K	﹤0.01%	696

Other funds holding BSJN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Valeo Financial Advisors's BSJN Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invesco BulletShares 2023 High Yield Corporate Bond ETF (BSJN) in Q3 2020, closing a stake of 1,000 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in BSJN in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 99 funds tracked by Wall St. Rank hold BSJN as of Q3 2020.

Valeo Financial Advisors reported no remaining Invesco BulletShares 2023 High Yield Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 Invesco BulletShares 2023 High Yield Corporate Bond ETF shares in Q3 2020, an estimated $24K.
Valeo Financial Advisors first reported a position in Invesco BulletShares 2023 High Yield Corporate Bond ETF in Q3 2018 and held it in 5 quarters.
Valeo Financial Advisors's Invesco BulletShares 2023 High Yield Corporate Bond ETF position peaked at $26K in Q3 2018.
99 funds tracked by Wall St. Rank held Invesco BulletShares 2023 High Yield Corporate Bond ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.